Licensed CPA Firm
SOC 2 Reporting
Independent SOC 2 examinations for cloud providers, SaaS companies, and IT service organizations. Reports that hold up under due diligence because we do the work, not just sign the page.
- Partner-led engagement, start to finish
- Draft report within 2 weeks of fieldwork completion
- Licensed CPA firm operating under AICPA attestation standards
SOC 2 is the standard your customers point to when they ask how you protect their data. We conduct SOC 2 engagements under AICPA standards, independently testing your controls against the Trust Services Criteria and issuing an opinion your customers and their security teams can rely on.
Security & Availability
Independent assessment of your controls against the AICPA Trust Services Criteria, covering how your organization addresses security, availability, and other categories relevant to your customers.
Independent Assurance
Verified by a licensed CPA firm under AICPA SSAE standards, not a self-assessment or platform-generated badge.
Customer Trust
Close deals faster by giving enterprise buyers the independent evidence they require before signing contracts.
Competitive Advantage
A SOC 2 report removes a major procurement barrier and signals operational maturity to partners and prospects.
Licensed AICPA CPA Firm
Authorized to issue SOC 2 reports under AICPA SSAE No. 18 and subsequent standards
SOC 2 Reports Built for Scrutiny
No two environments are the same, and no two SOC reports should be either. We write reports designed to hold up under scrutiny, because your customers' security teams will read them.
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Independent Control Testing
Assurance doesn't come from a GRC platform export. We independently test your controls against the Trust Services Criteria, document our procedures, and form our own opinion. We speak your language, understand your stack, and deliver a report that leaves no uncertainty about where you stand.
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Technical Depth, Not Just Audit Experience
The right questions only come from genuine technical understanding. We have built and managed real IT environments, which means we already understand the systems, configurations, and risks we're evaluating before we ask our first question.
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Partner Involvement, Start to Finish
At larger firms, a partner signs the report and junior staff run the audit. At Sage Audits, the partner walks you through every phase, from readiness through final report delivery. You always know who's responsible for the work.
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Scoped for Your Reality
We work around your schedule and structure the engagement around your timeline. Once fieldwork is complete, we target a draft report within two weeks. If we're not the right fit, we'll tell you that too.
Which Report Do You Need?
SOC 2 Type I vs. Type II
The right report depends on your timeline, your customers' requirements, and where you are in your compliance journey.
Point-in-Time Design
Confirms controls are suitably designed as of a specific date.
Approximately 1 to 2 months from kickoff to report
Best for
- First SOC 2 — need to unblock a deal quickly
- Companies building their control environment
- Using Type I as a stepping stone to Type II
Operating Effectiveness
Tests whether controls actually worked over an audit period of 3–12 months.
Report issued within 1 month of period end
Best for
- Enterprise buyers — most require Type II for vendor approval
- Companies ready to demonstrate sustained security over time
- Teams that completed Type I and are ready for the full report
Typical next step after your first Type I.
Not sure which report is right for your timeline?
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Trust Services Criteria
What a SOC 2 report actually covers
SOC 2 engagements assess your controls across the AICPA Trust Services Criteria. Security is required; additional categories are selected based on your commitments to customers.
Security (Required)
Controls protecting against unauthorized access, both logical and physical. The foundation of every SOC 2 engagement.
Availability, Integrity, Confidentiality & Privacy
Additional criteria selected based on your service commitments. We help you determine which apply to your environment and customer expectations.
What to Expect
How a SOC 2 Engagement Works
Every engagement is partner-led and fixed-fee. Here is what the journey looks like, from first call to report in your hands.
Week 1
Scoping Call
We learn about your stack, service commitments, and timeline. You receive a fixed-fee proposal with no surprise invoices.
Weeks 2–6
Readiness & Gap Assessment
We map your controls to the Trust Services Criteria, identify gaps, and deliver a prioritized remediation roadmap before the audit period clock starts.
3–12 Months (Type II)
Audit Period
Your controls operate and evidence accumulates. We stay available throughout to answer questions and flag anything that could affect the outcome.
3–4 Weeks
Fieldwork & Testing
Independent control testing, walkthroughs, and evidence review. Partner-led throughout. No handoffs to junior staff at this stage.
~2 Weeks
Report Delivery
Draft report within two weeks of fieldwork completion. You review, we finalize, and you receive guidance on sharing the report with customers and prospects.
GRC Platform Compatible
Already using a compliance automation platform? We work with your existing stack, collecting evidence from your tools and requesting only the delta. Bring your platform. Our approach follows AICPA guidance on the use of software tools in SOC 2 examinations.
Our Services
SOC 2 Engagement Options
Whether you're preparing for your first SOC 2 or renewing an existing report, we work directly with your team through every phase. No handoffs to junior staff, no surprises at the finish line. Learn more about our firm
SOC 2 Readiness / GAP Assessment
Maps your controls to the Trust Services Criteria and identifies documentation gaps before your audit period starts.
The right starting point for organizations pursuing their first SOC 2 or returning after significant environment changes. Surfaces gaps, clarifies scope, and delivers a prioritized remediation roadmap before the clock starts.
As part of this assessment, we will:
- Review existing policies, procedures, and control documentation
- Define system boundaries and determine appropriate scope
- Map current controls to the Trust Services Criteria (Security and additional categories)
- Interview control owners to understand how your environment operates day-to-day
- Identify gaps and missing evidence affecting audit readiness
- Provide guidance on drafting the system description
- Deliver a prioritized control listing with remediation guidance
SOC 2 + Additional Framework Mapping
Leverage your SOC 2 control environment by mapping it to additional compliance frameworks within a single engagement.
Many organizations face overlapping compliance requirements. Rather than running separate assessments, we map your SOC 2 controls to additional standards within the same engagement, reducing duplication and maximizing your audit investment.
Frameworks we currently map alongside SOC 2:
- NIST Cybersecurity Framework (CSF) — widely referenced by enterprise procurement and risk teams
- SOX ITGC — for service organizations supporting publicly traded company financial reporting
SOC 2 Type I
Point-in-time assessment of control design. A practical first step if you need a report quickly while building toward Type II.
Evaluates whether your controls are suitably designed to meet the Trust Services Criteria as of a specific date. Provides an independent CPA opinion on your control environment and can satisfy customer requests while you prepare for a full Type II.
The Type I report includes:
- Management's description of your system and its boundaries
- An independent CPA opinion on whether controls are suitably designed
- Assessment against your selected Trust Services Criteria categories
SOC 2 Type II
Tests control design and operating effectiveness over an audit period of 6 to 12 months. Required by most enterprise customers.
The standard most enterprise buyers and security teams require. Assesses both the design and operating effectiveness over an audit period, providing the most comprehensive independent assurance that your controls work consistently over time.
Each Type II report includes:
- Management's description of the system and boundaries, reviewed for fairness
- Independent control testing across the full audit period, not just a snapshot
- An opinion on both the design and operating effectiveness of controls
- Optional framework mapping (NIST CSF, ISO 27001, HIPAA, etc.) where relevant
How It Works
Our Audit Process
Every engagement follows a structured, phased approach. You always know where things stand, what is next, and what is expected.
See Full Process DetailsScoping & Planning
Week 1-2
We discuss your services, systems, control objectives, subservice organizations, and target report date. You receive a detailed engagement plan and request list.
Readiness Assessment Optional
Week 2-4
For first-time engagements: we identify control gaps, map controls to objectives, and deliver a prioritized remediation roadmap before fieldwork begins.
Fieldwork & Testing
Engagement period
Evidence collection, control testing, and interviews. We schedule around your operational peaks and work directly with control owners throughout.
Report Delivery
~2 weeks after fieldwork
You receive a polished report reviewed for consistency, accuracy, and clarity. We debrief on findings and coordinate with your clients' auditors as needed.
Ongoing Support
Year-round
We stay involved after report delivery, helping with auditor questions, control updates, and keeping you ready for the next audit cycle.
Get Your
Custom Quote
Our interactive calculator gives you a transparent estimate based on your organization's size, scope, and compliance requirements. Submit your information and receive a custom quote within 1 business day. No guesswork, no surprises.
What the Estimate Covers
- SOC 1 or SOC 2 audit scope
- Organization size and complexity
- Readiness assessment, if needed
- Advisory or consulting add-ons
- Delivered to your inbox, no obligation
Rethinking the IT Audit Experience
Big Four training. Boutique access. An end-to-end perspective that makes the difference.
Meet the Team
Focused on IT Assurance
From SOC 1, 2, and 3 to SOX, our niche is IT audit. We understand risk, controls, and how to make compliance work for you.
Real World Expertise
With experience across Big Four firms and in-house internal audit roles, our team understands audits from both sides, with technical certification backed by practical insight. Meet the team →
Built for Business
No cookie-cutter compliance. Our audit process is designed around your operations, timelines, and goals because efficient audits begin with alignment. See how it works →
Client First Approach
Our assurance services help you gain insight into your security posture and build confidence with stakeholders. We use technology to streamline the process without sacrificing quality.
SOC 2 Frequently Asked Questions
Answers to the questions we hear most often from CTOs, VPs of Engineering, and compliance leads evaluating SOC 2 for the first time.
A SOC 2 Type I typically takes approximately one to two months from kickoff to report issuance, assuming controls are in place. A SOC 2 Type II depends on your examination period (3 to 12 months), with the report issued within one month of period end.
Total timeline from kickoff to final report is typically 5 to 14 months depending on your starting point and audit period length.
SOC 2 audit pricing varies based on scope, number of Trust Services Criteria categories, and the size and complexity of your environment. Readiness assessments typically range from $5,000 to $15,000. Type I audits start around $15,000. Type II audits typically start in the $20,000 range and can go well above $60,000 for larger or more complex environments.
We provide a fixed-fee proposal scoped to your actual environment, so there are no billing surprises. Use our pricing calculator for an estimate, or request a quote →
No. A Type I is not a prerequisite for a Type II. Many organizations go directly to a Type II, especially if they have strong controls in place. A Type I is most useful when you need a report quickly to satisfy a customer requirement while your Type II audit period runs concurrently.
Security (CC criteria) is required in every SOC 2 report. Additional categories, Availability, Processing Integrity, Confidentiality, and Privacy, are optional and selected based on your service commitments and what your customers care about.
Most SaaS companies start with Security only or Security + Availability. We help you determine the right scope during our initial scoping call so you are not over- or under-audited.
Yes. We work directly within your GRC platform throughout the engagement. We pull evidence from Vanta, Drata, Secureframe, TrustCloud, and similar tools, and we will tell you exactly what evidence format we need so collection is as lightweight as possible. Using a GRC platform does not reduce audit rigor, it reduces the manual burden on your team.
That is exactly what a readiness assessment is for. We identify gaps before your audit period begins so you have time to remediate. Discovering gaps during the audit is far more disruptive and costly. Our readiness engagements are structured to give you a clear, prioritized action list, not a generic checklist.
You work directly with a partner from scoping call through final report delivery. We do not hand off engagements to junior staff after the kickoff. The partner who scopes your engagement leads fieldwork, reviews findings, and signs the report.
With preparation, fieldwork is a concentrated 3 to 4 week window. The most common pain point is evidence collection, which GRC platforms significantly reduce. We provide a detailed evidence request list upfront, with clear format requirements, so your team is not fielding unclear back-and-forth requests during the audit.
A SOC 2 report contains: management's description of the system, including boundaries and service commitments; the auditor's opinion letter; a description of tests performed and the results; and, for Type II, a summary of any exceptions or noted deviations.
The report is confidential and shared only with customers and stakeholders under NDA. It is not a public certification, though many companies note their SOC 2 status publicly.
SOC 2 covers overlapping control domains with ISO 27001 and HIPAA. Many of the controls you implement for SOC 2 directly support HIPAA Security Rule compliance or ISO 27001 certification. We can map your SOC 2 control environment to these frameworks within the same engagement, giving your customers and partners a broader view of your compliance posture without doubling your audit effort.
SOC 2 Type II reports are issued for a specific audit period and typically renewed annually. Most enterprise customers and vendor security questionnaires expect a report dated within the last 12 months. Annual renewals are generally faster and more efficient than the initial engagement because the foundational documentation and scoping work is already in place.
If you are losing deals because enterprise procurement is asking for a SOC 2 report, it is not too early. We work with early-stage companies regularly, and the readiness phase is designed to meet you where you are, not assume you have a mature compliance program in place.
The right time to start is when it is costing you customers or adding friction to your sales process.